Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,164 | $65,712+146.8% | $57,196+183.5% | $273,972-40.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.77% | 22.01%-24.8pp | 14.59%-17.4pp | 41.46%-44.2pp |
| Employer contribution / active EE | $8,128 | $3,280+147.8% | $2,683+203.0% | $4,869+66.9% |
| Participant deferral / active EE | $5,678 | $3,782+50.1% | $3,096+83.4% | $5,287+7.4% |
| Admin fee / account holder | $1,569 | $4,838-67.6% | $3,141-50.0% | $10,133-84.5% |